Last Update: 30 June 2024
The Value Stock Geek Weird Portfolio obtained a 8.38% compound annual return, with a 10.87% standard deviation, in the last 30 Years.
The US Stocks Portfolio obtained a 10.66% compound annual return, with a 15.56% standard deviation, in the last 30 Years.
Summary
Swipe left to see all data
| Value Stock Geek Weird Portfolio | US Stocks Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Very High | |
| Asset Allocation | Stocks | 60% | 100% |
| Fixed Income | 20% | 0% | |
| Commodities | 20% | 0% | |
| 30 Years Stats | Return | +8.38% | +10.66% |
| Std Dev | 10.87% | 15.56% | |
| Max Drawdown | -32.97% | -50.84% | |
| All time Stats (Since Jan 1975) |
Return | +10.99% | +12.24% |
| Std Dev | 10.87% | 15.51% | |
| Max Drawdown | -32.97% | -50.84% | |
| Last Update: 30 June 2024 | |||
Historical Returns as of Jun 30, 2024
Comparison period starts from January 1975
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Value Stock Geek Weird Portfolio | -0.51 | -0.04 | +5.78 | +4.35 | +4.92 | +8.38 | +10.99 |
| US Stocks Portfolio | +3.08 | +13.57 | +23.27 | +14.05 | +12.10 | +10.66 | +12.24 |
| Return over 1 year are annualized. |
Capital Growth as of Jun 30, 2024
Value Stock Geek Weird Portfolio: an investment of 1$, since July 1994,
now would be worth 11.18$, with a total return of 1018.28%
(8.38% annualized).
US Stocks Portfolio: an investment of 1$, since July 1994, now would be worth 20.86$, with a total return of 1986.09% (10.66% annualized).
US Stocks Portfolio: an investment of 1$, since July 1994, now would be worth 20.86$, with a total return of 1986.09% (10.66% annualized).
Loading data
Please wait
Value Stock Geek Weird Portfolio: an investment of 1$, since January 1975,
now would be worth 174.19$, with a total return of 17318.78%
(10.99% annualized).
US Stocks Portfolio: an investment of 1$, since January 1975, now would be worth 303.23$, with a total return of 30222.90% (12.24% annualized).
US Stocks Portfolio: an investment of 1$, since January 1975, now would be worth 303.23$, with a total return of 30222.90% (12.24% annualized).
Loading data
Please wait
Drawdowns
Drawdown comparison chart since July 1994.
Loading data
Please wait
Swipe left to see all data
|
Value Stock Geek Weird Portfolio
|
US Stocks Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -50.84% | Nov 2007 | Feb 2009 (16) | Mar 2012 (53) | 23.06 | |||||
| -43.94% | Sep 2000 | Sep 2002 (25) | Mar 2006 (67) | 23.71 | |||||
| -32.97% | Nov 2007 | Feb 2009 (16) | Mar 2010 (29) | 15.03 | |||||
| -24.81% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 13.15 | |||||
| -24.18% | Jan 2022 | Sep 2022 (9) | In progress (30) | 14.07 | |||||
| -20.84% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 9.03 | |||||
| -17.57% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 9.03 | |||||
| -14.20% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 6.63 | |||||
| -13.36% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 6.31 | |||||
| -13.23% | Apr 1998 | Aug 1998 (5) | Jun 2000 (27) | 6.30 | |||||
| -8.84% | Jun 2015 | Sep 2015 (4) | May 2016 (12) | 4.72 | |||||
| -8.66% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 4.24 | |||||
| -8.65% | Jun 2002 | Oct 2002 (5) | May 2003 (12) | 5.09 | |||||
| -8.44% | Apr 2000 | May 2000 (2) | Aug 2000 (5) | 5.11 | |||||
| -7.32% | Apr 2004 | Apr 2004 (1) | Sep 2004 (6) | 4.11 | |||||
| -7.20% | Feb 2015 | Sep 2015 (8) | Mar 2016 (14) | 4.13 | |||||
| -6.89% | May 2013 | Jun 2013 (2) | Oct 2013 (6) | 3.77 | |||||
| -6.82% | Apr 2012 | May 2012 (2) | Aug 2012 (5) | 3.19 | |||||
| -6.58% | Aug 2016 | Nov 2016 (4) | Apr 2017 (9) | 3.39 | |||||
| -6.45% | May 2019 | May 2019 (1) | Jun 2019 (2) | 3.72 | |||||
Drawdown comparison chart since January 1975.
Loading data
Please wait
Swipe left to see all data
|
Value Stock Geek Weird Portfolio
|
US Stocks Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -50.84% | Nov 2007 | Feb 2009 (16) | Mar 2012 (53) | 23.06 | |||||
| -43.94% | Sep 2000 | Sep 2002 (25) | Mar 2006 (67) | 23.71 | |||||
| -32.97% | Nov 2007 | Feb 2009 (16) | Mar 2010 (29) | 15.03 | |||||
| -29.34% | Sep 1987 | Nov 1987 (3) | May 1989 (21) | 14.96 | |||||
| -24.81% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 13.15 | |||||
| -24.18% | Jan 2022 | Sep 2022 (9) | In progress (30) | 14.07 | |||||
| -20.84% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 9.03 | |||||
| -17.85% | Dec 1980 | Jul 1982 (20) | Oct 1982 (23) | 9.42 | |||||
| -17.57% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 9.03 | |||||
| -16.24% | Dec 1989 | Oct 1990 (11) | May 1991 (18) | 7.74 | |||||
| -16.20% | Jun 1990 | Oct 1990 (5) | Feb 1991 (9) | 8.96 | |||||
| -15.06% | Feb 1980 | Mar 1980 (2) | Jun 1980 (5) | 7.84 | |||||
| -14.20% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 6.63 | |||||
| -13.36% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 6.31 | |||||
| -13.23% | Apr 1998 | Aug 1998 (5) | Jun 2000 (27) | 6.30 | |||||
| -12.71% | Sep 1987 | Nov 1987 (3) | Oct 1988 (14) | 5.92 | |||||
| -12.24% | Dec 1980 | Jun 1982 (19) | Sep 1982 (22) | 6.56 | |||||
| -11.98% | Mar 1980 | Mar 1980 (1) | Jun 1980 (4) | 6.35 | |||||
| -11.74% | Jul 1975 | Sep 1975 (3) | Jan 1976 (7) | 6.40 | |||||
| -11.64% | Sep 1978 | Oct 1978 (2) | Mar 1979 (7) | 6.03 | |||||
Yearly Returns
For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
-0.04%
|
-4.13% |
+13.57%
|
-4.34% |
| 2023 |
+10.94%
|
-12.66% |
+26.05%
|
-9.11% |
| 2022 |
-18.17%
|
-24.18% |
-19.51%
|
-24.81% |
| 2021 |
+14.49%
|
-3.51% |
+25.67%
|
-4.46% |
| 2020 |
+10.52%
|
-13.36% |
+21.03%
|
-20.84% |
| 2019 |
+21.93%
|
-1.68% |
+30.67%
|
-6.45% |
| 2018 |
-8.01%
|
-8.66% |
-5.21%
|
-14.20% |
| 2017 |
+14.20%
|
-0.31% |
+21.21%
|
0.00% |
| 2016 |
+10.34%
|
-6.58% |
+12.83%
|
-5.73% |
| 2015 |
-1.57%
|
-7.20% |
+0.36%
|
-8.84% |
| 2014 |
+11.39%
|
-5.08% |
+12.54%
|
-3.17% |
| 2013 |
+5.71%
|
-6.89% |
+33.45%
|
-3.03% |
| 2012 |
+13.28%
|
-4.45% |
+16.45%
|
-6.82% |
| 2011 |
+7.07%
|
-5.96% |
+0.97%
|
-17.58% |
| 2010 |
+22.57%
|
-4.90% |
+17.42%
|
-13.26% |
| 2009 |
+19.50%
|
-17.34% |
+28.89%
|
-17.72% |
| 2008 |
-15.22%
|
-24.57% |
-36.98%
|
-38.08% |
| 2007 |
+4.32%
|
-4.58% |
+5.37%
|
-5.23% |
| 2006 |
+21.26%
|
-3.05% |
+15.69%
|
-3.22% |
| 2005 |
+13.51%
|
-2.30% |
+6.31%
|
-4.48% |
| 2004 |
+20.31%
|
-7.32% |
+12.79%
|
-3.56% |
| 2003 |
+32.68%
|
-1.93% |
+30.75%
|
-4.27% |
| 2002 |
+7.55%
|
-8.65% |
-20.47%
|
-27.18% |
| 2001 |
+4.90%
|
-4.41% |
-10.97%
|
-23.65% |
| 2000 |
+11.88%
|
-2.51% |
-10.57%
|
-15.87% |
| 1999 |
+2.11%
|
-4.11% |
+23.81%
|
-6.42% |
| 1998 |
-0.30%
|
-13.23% |
+23.26%
|
-17.57% |
| 1997 |
+4.80%
|
-3.83% |
+30.99%
|
-4.56% |
| 1996 |
+10.07%
|
-2.17% |
+20.96%
|
-6.17% |
| 1995 |
+14.94%
|
-1.53% |
+35.79%
|
-1.17% |
| 1994 |
-4.11%
|
-7.57% |
-0.17%
|
-7.43% |
| 1993 |
+21.05%
|
-2.35% |
+10.62%
|
-2.77% |
| 1992 |
+10.23%
|
-2.71% |
+9.11%
|
-2.40% |
| 1991 |
+18.76%
|
-2.61% |
+32.39%
|
-4.47% |
| 1990 |
-10.86%
|
-16.22% |
-6.08%
|
-16.20% |
| 1989 |
+13.23%
|
-1.43% |
+28.12%
|
-3.05% |
| 1988 |
+12.98%
|
-1.18% |
+17.32%
|
-3.42% |
| 1987 |
+8.44%
|
-12.71% |
+2.61%
|
-29.34% |
| 1986 |
+28.08%
|
-2.01% |
+14.57%
|
-7.92% |
| 1985 |
+30.14%
|
-1.95% |
+31.27%
|
-4.77% |
| 1984 |
+5.34%
|
-5.43% |
+2.19%
|
-9.02% |
| 1983 |
+16.56%
|
-1.96% |
+22.66%
|
-4.00% |
| 1982 |
+23.60%
|
-8.30% |
+20.50%
|
-11.21% |
| 1981 |
-2.54%
|
-10.01% |
-4.15%
|
-12.79% |
| 1980 |
+16.86%
|
-15.06% |
+33.15%
|
-11.98% |
| 1979 |
+40.61%
|
-8.18% |
+24.25%
|
-7.22% |
| 1978 |
+20.11%
|
-6.79% |
+8.45%
|
-11.64% |
| 1977 |
+16.95%
|
-0.10% |
-3.36%
|
-8.29% |
| 1976 |
+23.87%
|
-2.72% |
+26.47%
|
-2.10% |
| 1975 |
+18.84%
|
-10.11% |
+37.82%
|
-11.74% |
